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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,123 | $165,361-88.4% | $149,715-87.2% | $158,950-88.0% |
| Participation rate | 42.1% | 84.6%-42.5pp | 82.5%-40.4pp | 82.0%-39.9pp |
| Annual return | 2.76% | 348.24%-345.5pp | 276.66%-273.9pp | 302.91%-300.2pp |
| Employer contribution / active EE | $1,249 | $5,103-75.5% | $4,645-73.1% | $4,762-73.8% |
| Participant deferral / active EE | $3,085 | $7,182-57.0% | $6,842-54.9% | $5,983-48.4% |
| Admin fee / account holder | $49 | $10,808-99.6% | $9,310-99.5% | $11,248-99.6% |